Is your financial strategy built on intention or just habit? For high-income professionals, January is the perfect time to audit the "defaults" and identify what truly needs your attention. Read our latest post on the 10 structural questions you should be asking to simplify your financial life, define what "enough" looks like, and regain confidence in your trajectory for 2026.

Reflecting on a year of growth and gratitude, Fortitude Financial Planning is proud to share our Year-End Review. This past year, we’ve had the privilege of serving 60 household families across the country, managing approximately $60 million in client assets, and filing 122 tax returns. Our mission remains focused on intentional growth—adding 19 new families through a flat-fee, fiduciary approach that prioritizes transparency and proactive tax planning. Beyond the numbers, we are celebrating the deep relationships and meaningful milestones achieved by the families who trust us with their futures.

Artificial Intelligence (AI) is fundamentally reshaping every industry, and financial planning is no exception. At Fortitude Financial Planning, we see AI as an amplifier, not a replacement, for the essential human relationship at the heart of great advising. While AI excels at handling data, fraud detection, and complex analysis in real-time , it cannot offer empathy, comfort during a turbulent market, or guidance on personal, values-based decisions. We believe the future of financial advising is a partnership where Human + AI provides an experience that is both smarter and more personal.

Restricted Stock Units (RSUs) are a powerful wealth-building tool for tech professionals—but they come with complex tax and liquidity considerations. Learn how RSUs work, how they’re taxed, and how to plan strategically around them.

Your retirement isn’t a math problem—it’s your life. That’s why rules of thumb like “the 4% rule” only take you so far. Here’s what really matters when creating a sustainable plan.

At Fortitude, we’re proud members of the Alliance of Comprehensive Planners (ACP)—a national network of fee-only, fiduciary advisors committed to client-first, tax-smart financial planning. Learn what ACP membership means and how it ensures you receive unbiased advice, comprehensive strategies, and ongoing support for your financial future.

H.R. 1, officially titled the “One Big Beautiful Bill Act,” brings new tax, healthcare, and financial changes that affect doctors, business owners, tech workers, and retirees. From Medicare pay increases and student loan updates to expanded tax deductions and Health Savings Account flexibility, the bill covers a wide range of financial life stages. Learn what’s permanent, what’s temporary, and how it all fits into your personal financial plan.

Hey there! I'm Feraud Calixte, and I'm thrilled to share a bit about my journey from Brooklyn basketball courts to co-founding Fortitude. After pursuing academics from NYU to law school in Baton Rouge, a chance encounter sparked my passion for financial advising, leading me to partner with my friend Travis. Together, we've built Fortitude on the principles of ethical, comprehensive financial guidance, providing immense value to our clients.